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Get Institutions for : 
Ishares Esg Advanced Msci Eafe Etf (DMXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 173    7
Total shares held : 
 6,219,224  
% of shares held : 
 69.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 -69,759  
% of shares held change : 
   -0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 94,415
 1.52%
 
Increased Positions :
76
 303,128
 4.87%
 
Unchanged Positions :
28
 417,638
 6.72%
 
Decreased Positions :
53
-392,727
-6.31%
 
Closed Positions :
9
-74,575
-1.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 413 - 2023-12-31 1,558,346 $99,547,000 6,901
   BLACKROCK INC. 2274 - 2024-03-31 922,056 $62,820,000 21,943
   Envestnet Portfolio Solutions Inc. 93 - 2024-03-31 496,401 $33,820,000 1,857
   J P MORGAN CHASE & CO 1949 - 2024-03-31 179,216 $12,210,000 14,966
   HANSON MCCLAIN, INC. 106 - 2024-03-31 170,920 $11,645,000 11,635
   SigFig Wealth Management LLC 33 - 2024-03-31 165,097 $11,248,000 17,404
   LPL FINANCIAL CORP 1320 - 2024-03-31 147,448 $10,046,000 27,348
   PARK AVENUE SECURITIES LLC 117 - 2024-03-31 144,488 $9,844,000 5,738
   Adviser Investments LLC 126 - 2024-03-31 96,264 $6,558,000 109
   Balanced Rock Investment Advisor 3 - 2023-12-31 101,627 $6,492,000 0
   MML INVESTORS SERVICES LLC 519 - 2023-12-31 97,064 $6,200,000 2,289
   Invera Wealth Advisors LLC 6 - 2024-03-31 69,251 $4,476,000 403
   SEI INVESTMENTS CO 1264 *New 2024-03-31 64,447 $4,391,000 64,447
   JANE STREET GROUP LLC 1647 - 2023-12-31 65,481 $4,183,000 65,481
   Financial Connections Group Inc. - 2024-03-31 60,812 $4,144,000 4,560
   HIGHTOWER ADVISORS, LLC 1065 - 2024-03-31 56,188 $3,831,000 2,720
   THRIVENT FINANCIAL FOR LUTHERANS 963 - 2023-12-31 54,707 $3,495,000 1,948
   UBS Group AG 2309 - 2023-12-31 54,625 $3,489,000 20,063
   One Wealth Advisors LLC 38 - 2024-03-31 50,830 $3,463,000 -105
   Klaas Financial Asset Advisors LLC 20 - 2024-03-31 48,601 $3,311,000 1,900
   Cetera Investment Advisers 597 - 2023-12-31 50,960 $3,255,000 -2,581
   BANK OF AMERICA CORP /DE/ 3177 - 2023-12-31 50,069 $3,198,000 27,642
   Walkner Condon Financial Advisors LLC 41 - 2024-03-31 46,343 $3,158,000 -107
   ACCREDITED INVESTORS INC. 48 - 2023-12-31 47,503 $3,034,000 7,286
   Adroit Compliance LLC 20 - 2023-12-31 46,701 $2,983,000 0
   TD Waterhouse Canada Inc. 341 - 2024-03-31 43,715 $2,942,000 0
   Atlantic Private Wealth LLC 10 - 2023-12-31 42,771 $2,732,000 -480
   Atria Wealth Solutions Inc. 536 - 2023-12-31 38,538 $2,462,000 860
   IMPACTfolio LLC 12 *New 2024-03-31 34,915 $2,379,000 34,915
   ROYAL BANK OF CANADA 2434 - 2023-12-31 37,221 $2,377,000 -1,597
   Values Added Financial LLC 16 - 2024-03-31 34,835 $2,373,000 -350
   FIERA SCEPTRE INC. 274 - 2024-03-31 33,870 $2,308,000 7,960
   Financial Gravity Wealth Inc. 137 - 2023-12-31 7,695 $2,191,000 0
   CI Private Wealth LLC 1007 - 2024-03-31 29,967 $2,042,000 -289
   JANNEY MONTGOMERY SCOTT LLC 1162 - 2024-03-31 28,092 $1,914,000 7,125
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 598 - 2024-03-31 27,493 $1,873,000 2,730
   REGATTA CAPITAL GROUP LLC 47 *New 2024-03-31 27,260 $1,857,000 27,260
   FINANCIAL NETWORK 1027 - 2023-12-31 27,596 $1,763,000 -807
   Grubman Wealth Management 28 - 2024-03-31 25,866 $1,762,000 -224
   ALBION FINANCIAL GROUP /UT 83 - 2024-03-31 25,769 $1,756,000 1,428
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1356 - 2024-03-31 25,440 $1,733,000 2,245
   Equita Financial Network Inc. 27 - 2024-03-31 25,393 $1,730,000 7,325
   FLOW TRADERS U.S. LLC 241 - 2023-12-31 26,886 $1,717,000 -72,089
   Integrated Wealth Concepts LLC 531 - 2023-12-31 26,650 $1,702,000 -2,209
   Horst & Graben Wealth Management LLC 41 - 2024-03-31 23,762 $1,619,000 977
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 461 *New 2023-12-31 25,143 $1,606,000 25,143
   DOHJ LLC 58 *New 2024-03-31 23,379 $1,593,000 23,379
   Opes Wealth Management LLC 52 - 2024-03-31 22,209 $1,513,000 -1,335
   Sharkey Howes & Javer 58 - 2024-03-31 21,162 $1,442,000 -106
   SageView Advisory Group LLC 151 *New 2024-03-31 30,411 $1,431,000 30,411
   Atwater Malick LLC 32 - 2024-03-31 20,462 $1,394,000 1,540
   Advisor Group Holdings Inc. 2055 - 2024-03-31 19,173 $1,307,000 -121,467
   COMMONWEALTH EQUITY SERVICES LLC. 2053 - 2024-03-31 18,959 $1,292,000 1,221
   HALBERT, HARGROVE/RUSSELL LLC 36 - 2024-03-31 18,674 $1,272,000 443
   GOULD ASSET MANAGEMENT LLC /CA/ 42 - 2024-03-31 18,100 $1,233,000 4,050
   FMR LLC 2264 - 2023-12-31 19,202 $1,227,000 9,592
   Equitable Holdings Inc. 533 - 2023-12-31 18,769 $1,199,000 1,307
   Plancorp LLC 103 - 2023-12-31 18,428 $1,177,000 0
   MORNINGSTAR INVESTMENT SERVICES, INC. 217 - 2023-12-31 18,224 $1,168,000 12,749
   Wade Financial Advisory Inc 35 - 2023-12-31 17,527 $1,120,000 12
   Steward Partners Investment Advisory LLC 692 - 2023-12-31 16,883 $1,078,000 2,057
   Congress Wealth Management LLC / DE / 371 - 2024-03-31 15,173 $1,034,000 -123
   WEALTHSOURCE PARTNERS LLC 196 - 2023-12-31 15,763 $1,007,000 -828
   JMG FINANCIAL GROUP, LTD. 67 - 2024-03-31 14,102 $961,000 2,176
   Aptus Capital Advisors LLC 288 - 2023-12-31 15,023 $960,000 9,727
   PRUDENTIAL CORP PLC 589 - 2023-12-31 15,000 $958,000 0
   PRUDENTIAL FINANCIAL INC 1855 - 2023-12-31 14,627 $934,000 -2,590
   WELLS FARGO & CO/MN 3044 - 2024-03-31 13,541 $923,000 1,012
   BANK OF NEW YORK MELLON CORP 3183 - 2024-03-31 13,412 $914,000 780
   LAZARD ASSET MANAGEMENT LLC 785 - 2023-12-31 13,814 $882,000 0
   VERITY Wealth Advisors 31 - 2024-03-31 12,840 $875,000 2,771
   Crestone Asset Management LLC 51 - 2024-03-31 12,376 $843,000 1,550
   Austin Private Wealth LLC 81 - 2024-03-31 11,986 $814,000 1,091
   Skyline Advisors Inc. 30 - 2024-03-31 11,794 $804,000 314
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1048 - 2023-12-31 12,217 $780,000 3,193
   Wealth Alliance 192 - 2024-03-31 11,398 $777,000 537
   We Are One Seven LLC 381 *New 2023-12-31 12,020 $768,000 12,020
   TCWP LLC 13 - 2023-12-31 12,020 $768,000 -3,134
   Pathstone Holdings LLC 1237 - 2023-12-31 11,882 $759,000 0
   Leonard Rickey Investment Advisors P.L.L.C. 45 - 2024-03-31 10,918 $744,000 -209
   Resources Investment Advisors Inc. 599 - 2024-03-31 10,892 $742,000 -1,434
   Diversify Advisory Services LLC 316 - 2024-03-31 10,831 $738,000 0
   Biltmore Family Office LLC 91 - 2023-12-31 11,528 $736,000 0
   Revolve Wealth Partners LLC 82 - 2024-03-31 10,619 $723,000 2,981
   EMPIRICAL FINANCIAL SERVICES, LLC 291 - 2024-03-31 10,150 $692,000 0
   DFPG INVESTMENTS INC. 327 - 2023-12-31 10,569 $660,000 -637
   HART & PATTERSON FINANCIAL GROUP LLC 42 - 2024-03-31 9,336 $636,000 3,809
   H D Vest Advisory Services 939 - 2024-03-31 9,159 $624,000 1,189
   DIVERSIFIED TRUST CO 456 - 2024-03-31 8,758 $597,000 198
   Moors & Cabot Inc. 445 - 2024-03-31 8,690 $592,000 -79
   Stratos Wealth Partners LTD. 833 - 2024-03-31 8,292 $565,000 -733
   Kestra Advisory Services LLC 1443 - 2023-12-31 8,757 $559,000 -264
   MA Private Wealth 50 - 2024-03-31 8,027 $547,000 0
   CREATIVE PLANNING 1671 *New 2023-12-31 8,295 $530,000 8,295
   MULTIFINANCIAL SECURITIES CORP 1101 - 2023-12-31 8,144 $520,000 295
   BANK OF MONTREAL /CAN/ 2035 - 2023-12-31 7,691 $495,000 7,021
   Pensionmark Financial Group LLC 229 - 2023-12-31 7,471 $477,000 453
   Snowden Capital Advisors LLC 700 - 2023-12-31 7,421 $474,000 165
   Optas LLC 99 - 2024-03-31 6,792 $463,000 -807
   AE Wealth Management LLC 1488 - 2023-12-31 7,036 $452,000 -225
  100 Records found
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